# Chartered Advisory Group INC 401(k) Plan
Source: https://planprovider.pro/companies/chartered-advisory-group-inc-401k-plan

> Chartered Advisory Group INC's 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chartered Advisory Group INC

- **Sponsor EIN:** 233063723

- **Sponsor Address:** 130 COMMONS CT, CHADDS FORD, PA, 193179724

- **Plan Type:** 401(k)

- **Total Participants:** 6

- **Total Assets:** $1.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6|$1.6M|$18,468|$57,070|

| 2023|6|$1.2M|$4,809|$5,730|

| 2022|6|$1.0M|$19,483|$53,939|

## Similar Plans

- [Americantcs Fiduciary Services, LLC](https://planprovider.pro/companies/americantcs-fiduciary-services-llc-401k-plan-049) — 6 participants

- [Mitchell Sinkler & Starr, INC.](https://planprovider.pro/companies/mitchell-sinkler-starr-inc-plan) — 7 participants

- [Americantcs Fiduciary Services, LLC](https://planprovider.pro/companies/americantcs-fiduciary-services-llc-401k-plan-012) — 7 participants

- [Prism Advisory Group, L.L.C.](https://planprovider.pro/companies/prism-advisory-group-l-l-c-401k-plan) — 4 participants

- [Axios Advisory Group, LLC](https://planprovider.pro/companies/axios-advisory-group-llc-401k-plan-005) — 8 participants

- [Midway Financial, LLC](https://planprovider.pro/companies/midway-financial-llc-401k-plan) — 4 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chartered-advisory-group-inc-401k-plan)

© 2026 PlanProvider.Pro